Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 3,078 institutions that hold shares in the stock, with a total of 597 Million shares, which have been reported (via 13F filing form) to have a value of $198 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
17
shares
|
$5,631
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
16
shares
|
$5,300
0.0% of portfolio
|
Q2 2025
Reduced 92.56%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$4,969
0.0% of portfolio
|
Q1 2022
Reduced 75.81%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
15
shares
|
$4,969
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
15
shares
|
$4,969
0.0% of portfolio
|
Q2 2025
Added 275.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$4,306
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
13
shares
|
$4,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12
shares
|
$3,975
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
11
shares
|
$3,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
11
shares
|
$3,644
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
10
shares
|
$3,312
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10
shares
|
$3,312
0.0% of portfolio
|
Q2 2025
Reduced 99.69%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
10
shares
|
$3,312
0.16% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
10
shares
|
$3,312
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
9
shares
|
$2,981
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
7
shares
|
$2,318
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
7
shares
|
$2,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
6
shares
|
$1,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5
shares
|
$1,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4
shares
|
$1,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
3
shares
|
$993
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
2
shares
|
$662
0.0% of portfolio
|
Q2 2025
Reduced 86.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1
shares
|
$331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|